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Revision as of 20:15, 12 September 2012 (view source) Russ horton (Talk | contribs) (→Install) ← Older edit		Revision as of 20:16, 12 September 2012 (view source) Russ horton (Talk | contribs) (→Prep) Newer edit →
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	=Prep=		=Prep=
		+	*Review the [http://updates.newhavensoftware.com/v9release_notes.htm 9.0 Release Notes]
	*Do you have custom reports/forms?		*Do you have custom reports/forms?
	*Do you have custom integrations?		*Do you have custom integrations?

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Revision as of 20:16, 12 September 2012

Prep

• Review the 9.0 Release Notes
• Do you have custom reports/forms?
• Do you have custom integrations?
• Fulfill all catalog requests
• Download the 9.0 update and get your v9 release code from Support Downloads

Install

• Everyone out of CMS (delete CMSNET.dat to be sure)
• Update server (~10 min)
  • Verify you can log into CMS without error
• Update workstations (required if updating from v7, optional for v8 but recommended to update Help file)
  • Update Help - If not performing workstation updates, you should instead copy the file CMS.chm to all workstations' \NewHaven Software directory from \NewHaven Software on your server

Settings to consider

• Arrival Dates and Cheapest - http://screencast.com/t/zfhm6X94KO3T
• S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
• Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL
• Add print task 481 to shipment confirmation email in place of task 480 - Example: http://screencast.com/t/mczAmACLDEvE
• Configure what non-shipping days you have (at least check the boxes for Sat and Sun) - http://screencast.com/t/Faisw8nPW
• Update Zonedays data to change CMS defaults if/when desired - http://screencast.com/t/dmGefU0Q6w8Z